Ryo
Kobayashi

Equity Research & Financial Modeling

Tokyo-based finance professional with a passion for equity research, valuation modeling, and translating complex market dynamics into actionable insights. Currently at Ichiyoshi Securities, advising on client portfolios.

Investment Advisor
¥900M in Client Assets
Passed CFA Level I
CFA® Program (CFA Institute)
UBC Sauder
B.Com · Finance
Ryo Kobayashi
Tokyo, Japan
About Me
Background & Expertise

I am a finance professional with a Bachelor of Commerce from the UBC Sauder School of Business, specializing in Finance. Currently working as an Investment Advisor at Ichiyoshi Securities in Tokyo, I advise clients on asset allocation across equities, funds, and bonds.

My work spans macro commentary (e.g., BOJ policy, JGB yields, and Fed/US rates) to advising clients on asset allocation and portfolio strategy. Outside of work, I pursue independent equity research through personal projects, including full DCF, multiples, and DDM valuation models.

I am a CFA Level I completer (November 2025) and hold a Class-2 Securities Broker license in Japan. I also bring a data-driven mindset, developed through several programming and data analysis courses at UBC.

Equity Valuation (DCF)
Financial Modeling
Bloomberg / Market Data
Python & Data Analysis
Investment Advisory
Excel / VBA
Macro Research
Client Communication
Certifications & Licenses
✦ Class-2 Securities Broker Representative (Japan)
✦ Bloomberg Market Concepts (BMC)
Projects
Personal Projects
(For Educational Purposes Only)
📊
Equity Research
ASICS Corporation — Independent Equity Report

A 30-page institutional-style research report on ASICS (7936.T). The report provides a target price, business overview, key forecast drivers, and valuation analysis.

View Report
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Financial Model
ASICS — Full 3-Statement Financial Model and Valuations

A comprehensive Excel-based model covering income statement, balance sheet, and cash flow projections through FY2029E, with integrated DCF and multiples valuation.

View Model Details
⚙️
Python · Machine Learning
Credit Risk Prediction Model & More

Python-based credit risk model using ML classifiers (sklearn), hyperparameter tuning, and full data wrangling pipeline with NumPy, Pandas, Matplotlib & Seaborn.

View on GitHub
Career
Experience & Education
Work Experience
March 2025 – Present
Investment Advisor
Ichiyoshi Securities, Tokyo Japan
  • Delivered macro commentary on BOJ, JGB yields, USD/JPY, and Fed rates to 100+ clients via 50+ weekly meetings
  • Advised on approximately ¥900M in client assets across equities, funds, and bonds
  • Ranked 9th out of 125 advisors in the division during the first half-year performance review
  • Developed 12 new client relationships in less than 1 year
  • Presented client seminars on separately managed accounts and portfolio strategy
Education
2025
CFA® Program — CFA Institute
CFA Institute
  • Passed Level I (Nov 2025)
Sep 2021 – Dec 2023
Bachelor of Commerce
UBC Sauder School of Business, Vancouver BC
  • Specialization: Finance
  • Statistical Inference for Data Science: 90 (avg 84)
  • Investment Theory: 86 (avg 76)
Jan 2019 – Aug 2021
Commerce Transfer Program
Langara College, Vancouver BC
  • Cumulative GPA: 3.95 / 4.33
Beyond Finance
Interests & Life
Sports

Played baseball for 7 years and remain an avid fan of the sport. Also enjoy boxing and staying active at the gym regularly.

🎬
Culture

Enjoy watching movies and reading books in my downtime. Always looking for a good story, whether on screen or on the page.

✈️
Travel

Lived in Canada for 6 years and have travelled across multiple cities in the U.S. Dreaming of exploring Europe, Australia, Southeast Asia, and many more.

Let’s Connect

Open to opportunities in equity research, financial analysis, and investment management. Feel free to connect on LinkedIn.